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circleddanaz
Level 1

How do i add a column for unit pricing on the estimate such as Each and Linear Feet? I was only able to add Manufacturer Part number, but it won't let me type in it.

 
6 Comments 6
Rustler
Level 15

How do i add a column for unit pricing on the estimate such as Each and Linear Feet? I was only able to add Manufacturer Part number, but it won't let me type in it.

QBO does not have unit of measure, so qty would be linear feet if you sell by the linear foot

 

MPN comes from the item itself

 

Turn the qty column on in customize forms, the center section

Ashley H
QuickBooks Team

How do i add a column for unit pricing on the estimate such as Each and Linear Feet? I was only able to add Manufacturer Part number, but it won't let me type in it.

Good morning, @circleddanaz. I'm here to help you customize your Estimates in QuickBooks Online.

 

You can customize any sales form in your account by creating a template. I've provided the steps below on how to do this with ease:

  1. Go to the Gear ⚙ icon, then Custom Form Styles.
  2. Press on the New Style button at the top-right of the page, then select Estimates.
  3. Navigate to the Content tab and hit on the Pencil icon in the middle section.
  4. In the Activity Table category, mark the checkboxes to add the columns to form. Click Hide Labels and Widths to customize the name of the column and the spacing between the columns.

 

       5. Select Done to save your masterpiece. You can always come back to edit by going to the Gear  icon > Custom Form Styles Edit.

 

Here's a Community Article for more information: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

After creating the template, you can use this for previous Estimates or new ones. All you have to do to bring this to life is open an Estimate, click on Customize in the footer, and select the template. That's all there's to it!

 

Let me know if you have further questions or concerns. I'm always here to lend a helping hand. Have a beautiful day!

circleddanaz
Level 1

How do i add a column for unit pricing on the estimate such as Each and Linear Feet? I was only able to add Manufacturer Part number, but it won't let me type in it.

Ok, I see that if I add the date column and move it that it lets me add the column. But I need to add like LF for Linear Feet and if I type that in it says invalid format. I still can't customize a column that I need?

Angelyn_T
QuickBooks Team

How do i add a column for unit pricing on the estimate such as Each and Linear Feet? I was only able to add Manufacturer Part number, but it won't let me type in it.

Thank you for the quick reply, @circleddanaz.

 

At this time, there's no way to show different Unit Measure on the item that you're entering in QuickBooks Online (QBO). Only the number format of the quantity.

b8 1.PNG

I understand the importance of this feature for you and your business, @circleddanaz. I'll take note of this and ensure to send feedback to our engineers so they'll know our customer's needs and work on with this in the coming updates.

 

To stay current with the latest QuickBooks new and updates, visit our blog.

 

As always, read out QBO articles in case you need help and related links in the future.

 

Post again if you have any other questions. I'm always here to assist. Have a good day!

Clarksheetmetal
Level 1

How do i add a column for unit pricing on the estimate such as Each and Linear Feet? I was only able to add Manufacturer Part number, but it won't let me type in it.

thats not the question asked

MaryLandT
Moderator

How do i add a column for unit pricing on the estimate such as Each and Linear Feet? I was only able to add Manufacturer Part number, but it won't let me type in it.

Thanks for joining this thread, Clarksheetmetal.

 

Let me share how you add information to the sales form in QuickBooks Online. You can add a custom field to track the data that matters most to your customers.

 

Here are the steps you can follow:

 

  1. Go to Settings ⚙️, then Account and Settings.
  2. Select Sales, then go to the Sales form content section.
  3. Select the pencil icon in that section.
  4. Enter a Name into each dialogue box beneath the heading Custom fields and select whether you want the field to be internal (only displayed in QuickBooks), or public (displayed in QuickBooks and displayed/printed on sales forms).
  5. Select Save and then Done.
  6. These fields will now appear on your sales forms.

To see them on your reports:

 

  1. Find and open the report you want to run.
  2. Select the gear icon at the top right of the report.
    QBOAdv_custom_fields_add_columns_to_reports.png
  3. Under Change columns, check the box for each custom field you want to add.
  4. Select anywhere outside the settings panel to close it.
  5. QuickBooks adds the columns to the right side of the report.
  6. To reorder the columns, click the gear icon again, then select Reorder columns.

I'm adding these handy articles for additional guide:

Stay in touch with me if you need anything else with QuickBooks. I'll be around to help you.

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